HWMO
Heritage Wealth Management (Ohio)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
23,727
-1,377
| -5% | -$197K | 1.1% | 16 |
|
|
2025
Q1 | $4.2M | Sell |
25,104
-112
| -0.4% | -$18.7K | 1.43% | 12 |
|
|
2024
Q4 | $3.65M | Sell |
25,216
-175
| -0.7% | -$25.3K | 1.21% | 14 |
|
|
2024
Q3 | $3.74M | Sell |
25,391
-579
| -2% | -$85.3K | 1.23% | 13 |
|
|
2024
Q2 | $4.01M | Buy |
+25,970
| New | +$4.01M | 1.34% | 11 |
|